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How to delete $0 entries coming to Sf from C&P monthly (from old Gravity Forms issue)

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  • How to delete $0 entries coming to Sf from C&P monthly (from old Gravity Forms issue)

    We had a problem with our Gravity Forms so that any donation in our "other amount" category entered via our website came through from Click & Pledge to Salesforce with an additional $0 entry. This has been fixed for all donations GOING FORWARD through a change to the settings. Our web person fixed that aspect.

    However, this GF settings change won't fix the monthly "other amount" donations that are already in the system and come through with the additional $0 entries each month -- C&P is posting the information generated when the transaction first processed. Of course I can delete the $0 opportunity records in Salesforce after the fact, but I can't find a way to prevent it from happening each month with all of our "other amount" donations. It's affecting 12 monthly donation records. I've tried through Click&Pledge and through the records within Salesforce. I see the additional $0 entry in the transaction details for these monthly donors, but I can't find a way to change what's already been set.

    support@cllickandpledge.com couldn't help me. I was referred here for help. Help! Thanks.


  • #2
    Good day @Joan R.

    Unfortunately, there is NO way to prevent it. It will be the same until the goal reaches. The only solution is to cancel the recurring and set up a new one.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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    • #3
      ok, thanks!

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